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24 results found

1. Outcome of one workflow feed into another workflow

   500 votes

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   21 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Jul 21, 2021

2. Custom Trigger Events

   203 votes

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   18 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Jun 1, 2021

3. CRM documents to Imaging documents

   36 votes

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   0 comments  ·  Redtail Imaging  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 11, 2021

4. Add documents to workflows!

   143 votes

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   7 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  May 4, 2021

5. Linking Activities, Workflows, Notes, Documents, & Opportunities

   348 votes

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   14 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  May 4, 2021

6. notes and document attachment in workflow

   53 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  May 4, 2021

7. Notes--being able to link a contact to a note you have already posted.

   22 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 31, 2021

8. Need to be able to edit notes

   44 votes

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   1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 29, 2021

9. Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.

   34 votes

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   3 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Mar 29, 2021

10. seperate texts from Client Notes

    13 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 29, 2021

11. Link a Contact to a note after it has been Created

    34 votes

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    1 comment  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 29, 2021

12. combine note

    11 votes

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    0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 29, 2021

13. One Click Copy to Clipboard

    27 votes

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    3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

    This suggestion is remaining open and can continue to gather votes and comments!

    An error occurred while saving the comment
    Anonymous commented  ·  Mar 29, 2021  ·  Delete…

    This would be really great for clients address information, emails, phone numbers, birth dates, and SSNs. I would love it if they could make that more of a convenience

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    Anonymous supported this idea  ·  Mar 29, 2021

14. When one activity is added it can trigger another activity to be created

    20 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 10, 2021

15. send calendar to clients to book appointments

    57 votes

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    1 comment  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Mar 10, 2021

16. RMD Value & Information section

    1,973 votes

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    97 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    The suggestion may be planned, but there is no timeline on this feature being added.

    This suggestion is remaining open and can continue to gather votes and comments!

    Anonymous supported this idea  ·  Mar 4, 2021

17. Redtail Support Chat

    37 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    Anonymous shared this idea  ·  Mar 4, 2021

18. workflow report bulk actions

    15 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 28, 2021

19. Outlook Add-in

    25 votes

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    0 comments  ·  Redtail CRM  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 19, 2021

20. License Tracking

    11 votes

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    0 comments  ·  Redtail CRM » Alerts and Warnings  ·  Delete…  ·  Admin →
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    Anonymous supported this idea  ·  Jan 12, 2021